Financial reports
N-CEN
Annual report (registered investment company)
14 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
8 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
8 Nov 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 May 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 May 23
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
9 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
9 Nov 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 May 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 May 22
Current reports
No filings
Registration and prospectus
425
Business combination disclosure
26 Feb 21
425
Business combination disclosure
16 Feb 21
425
Business combination disclosure
8 Feb 21
N-14
Registration statement for investment companies business combination
2 Apr 18
N-14/A
Registration statement for investment companies business combination (amended)
25 May 16
N-14
Registration statement for investment companies business combination
25 Apr 16
AW
Withdrawal of amendment
15 Jan 15
N-14
Registration statement for investment companies business combination
24 May 11
N-14/A
Registration statement for investment companies business combination (amended)
13 Nov 02
N-14/A
Registration statement for investment companies business combination (amended)
12 Nov 02
Proxies
DEF 14C
Information statement
6 Feb 24
N-PX
Annual report of proxy voting record
25 Aug 23
N-PX
Annual report of proxy voting record
31 Aug 22
N-PX
Annual report of proxy voting record
27 Aug 21
DEF 14C
Information statement
13 Aug 21
DEF 14C
Information statement
13 Aug 21
DEF 14C
Information statement
13 Aug 21
DEF 14C
Information statement
13 Aug 21
DEF 14C
Information statement
13 Jan 21
DEF 14C
Information statement
13 Jan 21
Other
CORRESP
Correspondence with SEC
5 Apr 22
CORRESP
Correspondence with SEC
7 Nov 19
EFFECT
Notice of effectiveness
29 Dec 17
CORRESP
Correspondence with SEC
29 Dec 17
CORRESP
Correspondence with SEC
21 Dec 17
CORRESP
Correspondence with SEC
21 Dec 17
CORRESP
Correspondence with SEC
17 Feb 17
EFFECT
Notice of effectiveness
31 May 16
CORRESP
Correspondence with SEC
31 May 16
CORRESP
Correspondence with SEC
31 May 16
Ownership
NPORT-P
Saratoga Small Capitalization Portfolio (Nov 2023 report)
29 Jan 24
NPORT-P
Saratoga Energy & Basic Materials Portfolio (Nov 2023 report)
29 Jan 24
NPORT-P
Aggressive Balanced Allocation Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Saratoga Large Capitalization Value Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Moderately Aggressive Balanced Allocation Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Moderately Conservative Balanced Allocation Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Conservative Balanced Allocation Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Saratoga Large Capitalization Growth Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Moderate Balanced Allocation Portfolio (Nov 2023 report)
25 Jan 24
NPORT-P
Saratoga Technology & Communication Portfolio (Nov 2023 report)
25 Jan 24